Client Services Administrator - Investment Management

My client; a boutique Investment Management firm; is looking for a Client Services Administrator to join their dynamic team, to provide the highest levels of service to new and existing clients. Experience within a similar role, with KYC and AML experience is highly advantageous.

KEY COMPETENCIES:

• Written and verbal Communication skills
• Maintain knowledge of company products
• An ability to effectively communicate with and engage the representatives of investors
• Working knowledge of the characteristics of the major asset classes and their appropriateness to the various circumstances of investors

DUTIES:

• The primary duty is to ensure you provide a high standard of service to clients and potential clients
• Answering all client telephone enquiries effectively and promptly
• Meeting and assisting visiting clients and potential clients
• Representing the company at organised events
• Ensure that clear instructions are obtained from clients where doubt exists
• Diarising and chasing correspondence to which a reply is required
• Checking standard letters for appropriateness and accuracy (and issuing)
• Issue of 'non-standard’ letters
• Maintain effective liaison with Transfer Agency Team
• Verify signatories of instructions over a specified value
• Tracing and dealing with 'lost’ client payments
• Tracing and dealing with 'lost’ client correspondence
• Chasing unpresented cheques
• Client Relationship Management system maintenance
• "Know Your Customer" requirements for new clients
• Prepare Errors and Omissions forms for events originating within the team

If you have 6 months to 1 year experience in a similar position and are looking to make a move into investment management, this is an ideal opportunity for you. Two vacancies are available (1 permanent and 1 12-15 month fixed term contract)